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Performance Analyst

Plano, TX, United States
Portfolio Management
9949

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Job Description

Overview

As a Performance Analyst at Fisher Investments, you will work on a team of respected performance professionals, dedicated to supporting all business units from within our Portfolio Management group. You will analyze and report our clients' performance while ensuring accuracy and efficiency.

 

The Opportunity:

 

You will calculate and distribute investment performance and related analytics, verifying the integrity of data used for performance reporting and ensuring client-facing groups are expertly supported. This includes creating and maintaining composites, managing our GIPS compliance, monitoring performance and ensuring the accuracy and timeliness of reporting. You will report to the Portfolio Management Team Leader who will aid in your professional development.

 

The Day-to-Day:

  • Work with team to maintain our GIPS compliance and oversee our adherence in reporting
  • Ensure data accuracy and efficient reporting
  • Assist in responding to client inquiries, screening for unexpected investment portfolio performance results and analyzing the underlying data to provide valuable insights.
  • Collaborate with internal clients, providing guidance and coaching to help them understand performance
  • Lead projects focused on data accuracy and increased efficiency
  • Liaise with our technology teams to maintain and upgrade our performance systems

Your Qualifications:

  • Bachelor's degree or equivalent combination of education and experience
  • 2+ years of experience with performance calculations, and an affinity for ensuring accurate performance reporting
  • VBA, SSMS, SQL and intermediate Excel skills (e.g. functions, charting) beneficial
  • Ability or interest to interpret and validate portfolio investment results, attribution analysis, benchmark analysis and transaction/holding based analysis
  • Consistently produces quality work while coordinating across several departments under timelines
  • Experience managing several complex projects, using insights to guide decisions and improve processes
  • Excels in collaborative team atmosphere to achieve broader organizational goals

Why Fisher Investments:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

 

*California employees accrue up to 17 days of PTO and 3 days of sick time per year. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

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